This function is used to manage the personalization setup of the material tracking plan screens.

At least one standard transaction of material tracking plan is delivered with the installation of the software. It can either be modified or deleted with this function, which can also be used to create new ones.

It is possible to set up different transactions for the material tracking plan. Each transaction, identified by a code and a label, appears in a selection window when calling the "Material tracking plan" option.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Specifying the setup is done by entering information into the header and the three tabs.

Header

The transaction header enables the user to create new transaction codes or to search existing transactions to modify or delete. It is composed of two sections:

Transaction

This is the code identifying the setup of the material tracking plan transaction. A description is assigned to each setup transaction code. These are the two pieces of information that appear in the selection window suggested at the start of material tracking plan entry.

Access code

Transactions can be filtered according to the users, thanks to the addition of this access code: if the field is entered, only the users who have this access code in their profile will be able to access the transaction.

If several transactions are set up for a function, and the user only has access to one of them because of the access codes, the selection window is no longer suggested: the access is by direct entry.

Material tracking plan

Transaction (field BTSNUM)

This field indicates the code of the setup transaction.
field DESAXX

Transaction description.
Active (field ENAFLG)

Use this field to activate or deactivate a transaction.
Inactive transactions are not displayed in the transaction selection window.
Access code (field ACSCOD)

This access code is used to restrict access to data by user or group of users.
If this field is entered, only users with this access code in their profile can use this transaction.
If several transactions are available, you can choose the transaction you want to use to open the function. If only one transaction is available, there is no selection to be made: the default entry screen opens directly.
Group (field GFY)

Tab Parameter definition

In this tab, the following must be defined:

  • Which type of material tracking should be carried out (material consumption with WO / material consumption without WO)
  • The material consumption mode: this parameter is used to load the quantities of material consumed based on the planned and completed quantity.
  • Manual issue only: this parameter is used to define whether to make mandatory the manual entry of material consumption in immediate stock withdrawal mode.

General

WO tracking (field OFFLG)

This field indicates if the transaction authorizes the tracking on WO.
BOM tracking (field BOMFLG)

This field indicates if the transaction authorizes the tracking on BOM.
Manual only (field STOCODMAN)

This parameter is a constraint for the user to choose manually the stock for consumption.
Single warehouse (field WRHOBY)

The presence of this check box is subject to the WRH activity code.

  • If this check box is selected, it will be mandatory to enter the warehouse in the entry screen header. As far as the document line parameter is concerned, it cannot be defined as Entered, but only as Hidden or Displayed.
     
  • If this box is not checked, the warehouse will not be a mandatory criterion of the documents. As far as the document line parameter is concerned, it will be possible to define it such that it allows them as being possible to enter, thus authorizing the management of multi-warehouse entriyelines
Warehouse (field WRHCOD)

The presence or absence of this option is subject to the activity code WRH.
This option is used to define, for this entry transaction, whether the header warehouse must be:

  • Hidden:
    The field is not displayed on the entry screen.
  • Displayed:
    The field is displayed and cannot be modified.
  • Entered:
    The field is displayed but can be modified.

SEEINFO If the Single-warehouse box is checked, this field automatically takes the value Entered. It is indeed mandatory to specify the warehouse in the document header.
Container (field LPNISSCOD)

Mobile Automation

Unplanned materials (field UNPMAT)

Tab Filters/Sort

In this tab, the following must be defined:

  • A default filter that is used to select the products to be proposed in the grid (closed, not closed, all)
  • Whether to authorize the modification of this filter
  • Two sort criteria to combine among four possible choices: these sort criteria can be modified when using the material tracking plan. If the transaction allows production reporting, it is necessary to specify whether it is possible or not to access stock data in the case where the transaction on which the entry to stock is based plans a quick entry.
  • Stock withdrawal (immediate, post-consumer, all) : this is a filter that allows selection of the material to track depending on their stock withdrawal code.
  • Auto journal code: this is the automatic journal that will be used to post the movements created with this transaction.
  • Movement code: this movement code is used to specify rules within the same movement type (see stock management rules).

Filter

Filter default value (field FILTDEF)

Use this field to set, for this entry transaction, the default value for the Filter field (field FILTOPE).
Filter (field FILTFLG)

Use this field to define, for this entry transaction, if the Filter field (field FILTOPE) should be:

  • Entered: The value of the Filter default value field is assigned and displayed.
  • Displayed: The value of the Filter default value field is assigned and displayed but cannot be modified.
  • Hidden: The value of the Filter default value field is assigned but the Filter field is not displayed.
Stock withdrawal (field STOCODDEF)

This flag is used to filter the records to be tracked based on their stock issue mode.
The possible values are:

  • manual,
  • automatic,
  • all.

Sort

Criteria 1 (field CRIT1)

This field gives the main sort criteria for the table of records to be processed.
Criteria 2 (field CRIT2)

This field gives the second sort criteria for the table of records to be processed.

Stock

Transaction group (field TRSFAMS)

Movement group, initialized by the movement group of the transaction being used.
This statistical information is recorded in the stock journal when saving the receipt/disposal movements. This movement group comes from the miscellaneous table number 9. The value given in the transaction setup corresponds to a default value that can/cannot be visualized and/or modified according to the transaction setup (entered, displayed, hidden field).

Statistical information used in the stock transactions associated with the shipment. This value is fixed if the original document does not reference a movement group. Otherwise, the movement group of the document at the origin of the quality control is suggested in priority.
Auto journal code (field ENTCODS)

This field is used for this transaction to specify the code of the accounting automatic journal used to generate, via the stock accounting interface, the accounting entries with respect to the stock movements created with this transaction.
This field can only be accessed if the SCOIFA - WIP accounting interface parameter is set to No.
Movement code (field TRSCODS)

A stock transaction code is used to specify rules within a similar transaction type.

SEEINFOThese codes must be created in the miscellaneous table number 14.

The movement code is used to define specific stock receipt and issue rules for some transactions. For example, a dedicated transaction associated with experienced users can authorize the receipt to stock of goods in A status while the other users may be associated with a transaction authorizing the receipt to stock of goods in Q status.
SEEWARNINGThis will only be possible for product categories authorizing this type of receipt rules and having such a movement code (see Product category).
Automatic determination (field STKFLG)

Select this check box to specify that the stock to issue for this transaction should be automatically determined. The automatically determined stock information is the product, the unit, and the quantity.

If this check box is not selected, the stock must be manually chosen.

Automatic determination is based on:

  • the filters entered at product category level, especially the issue flow management rules for the relevant movement type/code.
  • the allocation rule dedicated to the relevant movement,
  • the stock information entered on the line.

The automatic determination rules applied to stock to issue are the following:

  • If the product is managed by Receipt/Issue serial number, the serial numbers are necessary and sufficient. Other entered information is not used.
  • If the product is managed by lot or lot/sublot, the lot number or lot/sublot numbers are necessary. The following information is used if it has been entered:
        • The license plate number (in priority) or the location
        • The status, the identifiers 1 and 2
  • For the other products, at least one of these three pieces of information is needed.
        • The license plate number (in priority) or the location
        • Identifier 1
        • Identifier 2
The following information is used if it has been entered:
  • The license plate number (in priority) or the location
  • The status, the identifiers 1 and 2
If the product is not managed by location on the site, and identifiers 1 and 2 are not specified, then only one stock line corresponds to the information entered.

When the entry transaction only concerns 'Pick location’ replenishments, this check box cannot be accessed.

Tab Display

This tab makes it possible to define all the columns that should be displayed in the material tracking plan, along with their display order.

Also specified here is whether the quantities consumed should be pre-loaded or not.

Block number 1

Preload quantity consumed (field CPLUPDFLG)

Preload of times/quantities carried out.
If this setup is set to 'YES', the passed times and the quantities carried out/consumed are preloaded.

Block number 2

Number of lines (field NBRLIG)

This field indicates the maximum number of lines in the grid.
Number of fixed columns (field NBRCOL)

The first N columns specified in this field remain visible on the screen when scrolling.

Grid List of fields

Field (field INTIT)
Input (field DAC)

Use this column to define which fields are to be displayed and the order in which those fields are displayed.

 

Tab Analytical

In this function, the following fields cannot be accessed:

  • Entry.
  • Distribution line,
  • Header dimensions.

Block number 1

Header dimensions (field HEACCECOD)

Parameter used to define if, for this transaction, the analytical dimensions fields of the document header must be:

  • Hidden: The options/analytical dimensions menu of the main window will be hidden.
  • Displayed: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear but it will not be possible to access them.
  • Entered: It will be possible to access the options/analytical dimensions menu of the main window, the fields will appear and it will be possible to access them.
Distribution line (field DSPCOD)

This setup is used to define, for this entry transaction, if the analytical distribution key at line and invoicing element level must be:

  • Hidden: the field does not appear on the entry screen but the default value is attributed to it,
  • Displayed: The default value is assigned to the field and displayed but it cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified.
field DSPSCR

Parameter used to define, for this entry transaction, if the field must be present in:

  • Record + Table modes,
  • Form mode,
  • Table mode.
Stock movement dimensions (field STOCCECOD)

Specify for this transaction if the analytical dimension fields related to stock movements must be:

  • Hidden
  • Displayed: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed but cannot be accessed.
  • Entered: The menu Analytical sections, accessible from the menu in the movement detail window, will be available. The fields are displayed and can be accessed.
This screen is common to the entry transactions for the orders and open orders. In the open orders entry transaction, this field is not available.

Entry

field CCESCR

Grid Dimension line

Dimension type (field DIE)

You can enter an analytical dimension type code on each table line.
You can access a function from the Actions icon to pre-load all the dimension types defined on the sites of a given group of sites.
Method (field CCECOD)

Parameter used to define, for this entry transaction, if the analytical dimension must be:

  • Hidden: The field is not displayed on the entry screen. However, it is possible to initialize this field with a default section code.
  • Displayed: The default value is allocated to the field and displayed but the value cannot be modified.
  • Entered: The default value is assigned to the field and displayed. It can be modified, and, in that case, the entered value is checked in the analytical dimension table.
    The default value assigned to the analytical dimension is dependent on the dimension setup performed.
Pre-loading dimensions

Click the Preload dimensions action to load the default dimensions defined for a selected group of sites or companies.

Specific Buttons

Validation,

This button is used to save the setup carried out and trigger the generation of the corresponding screens:

Copy

This button allows the user to copy the transaction to another folder.

Error messages

In addition to the generic error messages, the following messages can appear during the entry :

You do not have the rights for this code

This message appears when the access code entered does not exist in the user profile. To solve this problem, it is necessary to choose an access code from the list displayed or (provided you have the authorization) to add the requested access code to the user profile.

Tables used

SEEREFERTTO Refer to documentation Implementation